twentyAI is partnering with one of the fastest growing banks in the United States to hire dedicated professionals with a background in finance. The ideal candidate would have an interest in working in the credit analysis space within a dynamic team of credit analysis + portfolio management professionals. 

What you’ll be doing as a Portfolio Quality Analyst:

• Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records.
• Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”).
• Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met.
• Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors.
• Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process.
• Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s.
• Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed.
• Develop the ability to spread business financial statements, personal financial statements and individual tax returns.
• Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.

You could be a great fit if you have:

• Bachelor Degree; banking and lending work experience of at least 1 year
• Outstanding written and verbal communication skills
• Excellent attention to detail
• Strong process flow and prioritization skills
• Collaborative Team Player
• Excellent time management and organizational skills
• Provides extraordinary service
• Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel
• Proficient in Microsoft Office (Word, Excel, and Adobe)

If you're interested in this opportunity, please reach out to Connor Hoy at (980) - 375 - 0043 or at connor.hoy@twentyAI.com

Connor Hoy is a Recruitment Consultant at twentyAI who specializes in the finance and corporate functions space.